Caldwell Trust Co

Bank

Position in AMAT — Applied Materials Inc /De

CIK 2080218 Venice, FL

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,899,316

+$5,114,256 QoQ

Shares Held

13,692

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#924

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Caldwell Trust Co holds $15,763,046 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	13,692	$9,899,316
2	KLAC	Kla Corp	8,276	$2,496,951
3	LRCX	Lam Research Corp	4,508	$1,953,451
4	ASML	Asml Holding NV	407	$809,701
5	Q	Qnity Electronics, Inc.	3,470	$566,685
6	ACLS	Axcelis Technologies Inc	195	$36,942

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,899,316	13,692	-2.2%	Shares	Sole	2026-08-03
2026-03-31	$4,785,060	14,000	+1.7%	Shares	Sole	2026-04-22
2025-12-31	$3,539,009	13,771	+0.6%	Shares	Sole	2026-01-30
2025-09-30	$2,802,481	13,688	+2.9%	Shares	Sole	2025-10-23
2025-06-30	$2,434,464	13,298	+2.5%	Shares	Sole	2025-09-22
2025-03-31	$1,882,206	12,970	+2.4%	Shares	Sole	2025-09-23
2024-12-31	$2,060,847	12,672	+0.6%	Shares	Sole	2025-09-24
2024-09-30	$2,544,617	12,594	-1.8%	Shares	Sole	2025-09-24
2024-06-30	$3,025,863	12,822	-0.1%	Shares	Sole	2025-09-24
2024-03-31	$2,647,580	12,838	+16.1%	Shares	Sole	2025-09-24
2023-12-31	$1,791,521	11,054	+2.6%	Shares	Sole	2025-10-01
2023-09-30	$1,490,968	10,769	+0.7%	Shares	Sole	2025-10-01
2023-06-30	$1,545,566	10,693	-1.0%	Shares	Sole	2025-10-01
2023-03-31	$1,326,686	10,801	+2.1%	Shares	Sole	2025-10-01
2022-12-31	$1,030,572	10,583	-4.3%	Shares	Sole	2025-10-01
2022-09-30	$906,227	11,061	-0.8%	Shares	Sole	2025-10-01
2022-06-30	$1,014,517	11,151	+1.3%	Shares	Sole	2025-10-02
2022-03-31	$1,451,381	11,012	+5.9%	Shares	Sole	2025-10-02
2021-12-31	$1,636,071	10,397	+6.7%	Shares	Sole	2025-10-02
2021-09-30	$1,253,958	9,741	+3.6%	Shares	Sole	2025-10-02
2021-06-30	$1,338,560	9,400	-2.4%	Shares	Sole	2025-10-02
2021-03-31	$1,286,568	9,630	+11.3%	Shares	Sole	2025-10-02
2020-12-31	$746,926	8,655	+0.1%	Shares	Sole	2025-10-02
2020-09-30	$513,945	8,645	-0.9%	Shares	Sole	2025-10-02
2020-06-30	$527,426	8,725	-0.3%	Shares	Sole	2025-10-02
2020-03-31	$401,062	8,753	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.